Olark Integration with Revamp CRM
Olark live-chat integration, a smooth process for adding chats into your Revamp CRM
Olark Integration Details
This app can be connected to any Revamp account, regardless of subscription. You’ll need to have admin privileges in Revamp to complete app installation.
How Olark Integration works through Zapier, when a new customer is created
You can configure Zapier to:
- Create a Contact in Revamp CRM with a tag ‘Olark’
- You can optionally create a dynamic segment for all contacts with ‘Olark’ tag
- Furthermore, automation can run on this segment to create a follow-up task.
- Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
- Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.
How does the Olark integration work?
Connecting Revamp to Olark will provide one-way sync of your support tickets into Revamp. The tickets will be displayed in your Account.
1. Create a Contact in Revamp CRM with a tag ‘Olark
- You can optionally create a dynamic segment for all contacts with ‘Olark’ tag
- Furthermore, automation can run on this segment to create a follow-up task.
What You Need
- Olark account
- Revamp CRM account
About Olark
- Olark is branded as one of the favorite and most popular chat support platform for hundreds of businesses. Simple yet effective, Olark flaunts a clean and intuitive design that allows businesses to do more than engage customers in real-time and proactive chat sessions.
About Revamp CRM
- Revamp CRM is a full featured CRM for businesses of all sizes. You can track Activities, Deals and Orders. In addition, you can Manage, Segment and Email your Customers. After that, you create workflows and do much more.